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Advisors who partner with us have more time to succeed through a focus on delivering the most holistic client experience.
Our team has a proven record of translating disruptive technologies into valuable business enterprises. Working closely with leading scientific and business visionaries as well as industry partners, we identify opportunities to change the future of medicine and rigorously vet those ideas through our discovery process to develop the vision, strategy and plan needed to succeed.
Lexington Investment Company is a Lexington, KY-based company in the Financial Services sector.
Fieldstone Financial Management Group is a Boston, MA-based company in the Financial Services sector.
Kotak is a White Plains, NY-based company in the Financial Services sector.